Using the textbox field, both users and applicants can easily fill out empty fields from the uploaded document.

To add a textbox tag into your document take the following steps:


STEP 1: Drag the textbox from the sidebar and drop it to where you want to place it in the document.

STEP 2: Choose from the drop-down list in the Assigned to if you want to assign it for the sender, applicant, or the company signatory. This can also be set to either optional or required.

A. Assigned to: Sender

  • Choose from the drop-down list in the Assigned to and select Sender.

  • Scroll down to What text goes here? section. This allows you to select certain tags that can be used to populate automatically into the document.

B. Who fill this out: Applicant or Company signatory

  • Choose from the drop-down list in the Assigned to and select whether the Applicant or the name of the company signatory.

  • Scroll down to select certain types of fields from the Validation section. This is used to validate the data being typed by whoever the recipient of the document is.

  • To change the label name of the corresponding textbox, go to the Field name section.

NOTE:

1. You can resize and add as many textbox fields as you want. The longer the textbox, the more characters to be filled out.

2. Blue box is for applicants; orange box is for the company signatory; purple is for auto-populate.

STEP 3: Choose Continue and select Save.

Adding a signature field using the upload file feature
Adding initials into the uploaded file
Adding a checkbox into the uploaded file
Adding a date signed into the uploaded file


Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at help@workstream.is.

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